About Us

As professional mortgage planners, we are here to assist you with using your mortgage as a tool that would achieve your both short and long-term financial goals and eventually lead you to the creation of wealth.

OUR MISSION

We strive to earn the privilege of becoming a Trusted Mortgage Planner, by providing you with extraordinary mortgage value, placing us an integral part of your financial life.

-Robert B. Darvish

INTRODUCTION

As professional mortgage planners, we are here to provide you with a type of mortgage that it would be used as a tool to achieve your both short and long-term financial goals and eventually lead you to the creation of wealth.

Based on the information that you provide, we will offer you customized mortgage-planning recommendations that match your goals. Before making decision, we will review all the recommendation with you in details to make sure you understand them and listen to your concerns. Then we will revise the recommendations as appropriate so that you will feel comfortable with and make informed decisions.

During the whole mortgage process, we will be there for you to coordinate with other professionals such as attorneys, builders, CFP’s, CPA’s, insurance professionals, REALTOS and other qualified advisors.

For our clients, we always provide extraordinary mortgage value and build the strong relationships in their financial lives. To us, our clients are more than just transactions. We will do our best to help you to reach your financial goals and to earn the privilege as a Trusted Mortgage Planner from you.

SOLUTIONS PROVIDED

By monitoring of continuous changes in the market, using updated financial software and knowing the product knowledge. Our mortgage planners are capable to provide you with the type of mortgage that would assist you in ways to:
– Manage your home equity safely
– Calculate your over all blended rate (mortgage and other payments)
– Depend on your tax bracket, write off the estimated mortgage interest
– Improve cash flow efficiently
– Point out necessary changes in your debt
– Use Trusts to solve estate tax issue
– Assist with retirement planning and college funds
– Explain how both “cash flow” and “internal rate of return” perform on investment properties

Contact Information

About us

As professional mortgage planners, we are here to assist you with using your mortgage as a tool that would achieve your both short and long-term financial goals and eventually lead you to the creation of wealth.